PepsiCo Inc
PEP- Exchange
- Nasdaq
- Industry
- Beverages
- SEC CIK
- 0000077476
In the last 90 days, PepsiCo Inc insiders filed 0 open-market purchases and 1 sale; 3,421 institutions reported holding it in 13F filings for Q2 2026, worth $146.5B in total; 5 superinvestors hold it, including Elliott Investment Management and Lindsell Train.
13F holders, Q1 2026
Institutional positions in PepsiCo Inc as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,566
- +106 vs. Q4 2025
- Shares held
- 1.06B
- +156.0M (+17.3%) vs. Q4 2025
- Total value
- $163.5B
- +$34.1B (+26.4%) vs. Q4 2025
- New holders
- 256
- 1,438 more added
- Sold out
- 150
- 1,509 more reduced
58 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PEP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,421 | $146.5B |
| Q1 2026 | 3,566 | $163.5B |
| Q4 2025 | 3,518 | $153.0B |
| Q3 2025 | 3,321 | $142.1B |
| Q2 2025 | 3,329 | $135.9B |
| Q1 2025 | 3,430 | $154.1B |
| Q4 2024 | 3,484 | $156.6B |
| Q3 2024 | 3,353 | $172.1B |
| Q2 2024 | 3,331 | $167.0B |
| Q1 2024 | 3,371 | $176.3B |
| Q4 2023 | 3,348 | $170.9B |
| Q3 2023 | 3,195 | $170.4B |
| Q2 2023 | 3,216 | $185.4B |
| Q1 2023 | 3,176 | $183.0B |
| Q4 2022 | 3,198 | $181.4B |
| Q3 2022 | 3,009 | $162.4B |
| Q2 2022 | 3,018 | $165.9B |
| Q1 2022 | 3,031 | $166.6B |
| Q4 2021 | 3,040 | $174.1B |
| Q3 2021 | 2,741 | $149.8B |
| Q2 2021 | 2,760 | $146.7B |
| Q1 2021 | 2,719 | $139.8B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding PepsiCo Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kelly Financial Services LLC | 1,680 | $260.9K | 0.06% | +17+1.0% | Added |
| San Luis Wealth Advisors LLC | 1,682 | $261.3K | 0.04% | −106−5.9% | Reduced |
| Lazari Capital Management, Inc. | 1,684 | $261.5K | 0.09% | −13−0.8% | Reduced |
| truNorth Financial Services, Inc. | 1,685 | $261.6K | 0.27% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 1,687 | $261.9K | 0.03% | +27+1.6% | Added |
| Paragon Capital Management Ltd | 1,688 | $262.3K | 0.06% | +3+0.2% | Added |
| Next Level Private LLC | 1,689 | $262.3K | 0.06% | +1,689 | New |
| Elk River Wealth Management, LLC | 1,690 | $262.4K | 0.04% | 00.0% | Unchanged |
| James Hambro & Partners | 1,691 | $262.6K | 0.01% | +284+20.2% | Added |
| Penobscot Wealth Management | 1,694 | $263.0K | 0.08% | +13+0.8% | Added |
| Nicholson Meyer Capital Management, Inc. | 1,694 | $263.1K | 0.20% | −42−2.4% | Reduced |
| Fiduciary Financial Group, LLC | 1,694 | $263.1K | 0.03% | +41+2.5% | Added |
| Regent Peak Wealth Advisors LLC | 1,695 | $263.2K | 0.05% | −1,487−46.7% | Reduced |
| IFS Group,LLC | 1,697 | $263.5K | 0.23% | +1,697 | New |
| Atlas Private Wealth Advisors | 1,699 | $263.8K | 0.06% | −95−5.3% | Reduced |
| GLR Partners, LLC | 1,699 | $263.8K | 0.14% | +1,699 | New |
| Consolidated Capital Management, LLC | 1,700 | $264.0K | 0.09% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 1,703 | $264.4K | 0.03% | −364−17.6% | Reduced |
| DT Investment Partners, LLC | 1,708 | $265.2K | 0.02% | −133−7.2% | Reduced |
| Camarda Financial Advisors, LLC | 1,709 | $265.4K | 0.14% | +1,709 | New |
| Orser Capital Management, LLC | 1,710 | $265.5K | 0.18% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,713 | $266.0K | 0.17% | −96−5.3% | Reduced |
| Opal Wealth Advisors, LLC | 1,714 | $266.2K | 0.06% | +1,714 | New |
| Alvarez & Marsal Private Wealth Partners, LLC | 1,719 | $266.9K | 0.04% | +333+24.0% | Added |
| Demars Financial Group, LLC | 1,720 | $267.0K | 0.09% | −4,838−73.8% | Reduced |
| Oasis Advisors, LLC | 1,716 | $267.1K | 0.05% | +1,716 | New |
| Caxton Associates LLP | 1,722 | $267.4K | 0.01% | +1,722 | New |
| Wallace Advisory Group, LLC | 1,725 | $267.9K | 0.29% | +108+6.7% | Added |
| Riversedge Advisors, LLC | 1,727 | $268.2K | 0.04% | −2,069−54.5% | Reduced |
| REAP Financial Group, LLC | 1,728 | $268.3K | 0.05% | +220+14.6% | Added |
| United Community Bank | 1,728 | $268.3K | 0.09% | −802−31.7% | Reduced |
| Byrne Financial Freedom, LLC | 1,730 | $268.6K | 0.13% | +38+2.2% | Added |
| Fortis Group Advisors, LLC | 1,697 | $268.8K | 0.04% | −8,705−83.7% | Reduced |
| PKS Advisory Services, LLC | 1,732 | $268.9K | 0.06% | +98+6.0% | Added |
| Meridian Management Co | 1,733 | $269.1K | 0.07% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 1,736 | $269.6K | 0.13% | −130−7.0% | Reduced |
| Bull Oak Capital, LLC | 1,739 | $270.0K | 0.10% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 1,741 | $270.4K | 0.01% | −97−5.3% | Reduced |
| O'Rourke & Company, Inc | 1,744 | $270.8K | 0.11% | +237+15.7% | Added |
| Traveka Wealth, LLC | 1,744 | $270.9K | 0.10% | +280+19.1% | Added |
| Farrell Financial LLC | 1,745 | $270.9K | 0.16% | +29+1.7% | Added |
| Reflection Asset Management | 1,746 | $271.1K | 0.17% | +167+10.6% | Added |
| Rosenberg Matthew Hamilton | 1,748 | $271.4K | 0.06% | +28+1.6% | Added |
| Fishman Jay A Ltd | 1,750 | $271.8K | 0.02% | −100−5.4% | Reduced |
| Tower Trust & Investment Co | 1,753 | $272.2K | 0.18% | 00.0% | Unchanged |
| Enclave Advisors LLC | 1,753 | $272.2K | 0.04% | 00.0% | Unchanged |
| Spectrum Advisors, Inc. | 1,756 | $272.7K | 0.22% | +1,756 | New |
| Novak & Powell Financial Services, Inc. | 1,759 | $273.2K | 0.15% | +21+1.2% | Added |
| Cpwa, LLC | 1,832 | $273.8K | 0.33% | +1,832 | New |
| Legacy Financial Independent Advisors LLC | 1,764 | $273.9K | 0.14% | +1,764 | New |
| JTC Employer Solutions Trusteee Ltd | 1,770 | $275.0K | 0.02% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 1,778 | $276.1K | 0.05% | +1,778 | New |
| Luts & Greenleigh Group, Inc | 1,778 | $276.2K | 0.22% | −195−9.9% | Reduced |
| Mezzasalma Advisors, LLC | 1,779 | $276.3K | 0.07% | +8+0.5% | Added |
| Semus Wealth Partners LLC | 1,781 | $276.6K | 0.15% | +3+0.2% | Added |
| Birchwood Financial Partners, Inc. | 1,783 | $276.9K | 0.27% | −24−1.3% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 1,784 | $277.0K | 0.07% | +196+12.3% | Added |
| Aspire Capital Advisors LLC | 1,785 | $277.2K | 0.06% | +2+0.1% | Added |
| Harfst & Associates, Inc. | 1,785 | $277.2K | 0.05% | 00.0% | Unchanged |
| Glass Wealth Management Co LLC | 1,785 | $277.2K | 0.11% | +1,785 | New |
| Wealth Science Advisors LLC | 1,933 | $277.4K | 0.16% | 00.0% | Unchanged |
| Aufman Associates Inc | 1,797 | $279.1K | 0.14% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1,799 | $279.4K | 0.24% | +33+1.9% | Added |
| Clune & Associates, Ltd. | 1,799 | $279.4K | 0.05% | +1,799 | New |
| Pine Harbor Wealth Management, LLC | 1,800 | $279.5K | 0.08% | +3+0.2% | Added |
| Kahn Brothers Group Inc | 1,800 | $279.5K | 0.05% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 1,800 | $279.5K | 0.08% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 1,801 | $279.7K | 0.03% | +191+11.9% | Added |
| Wick Capital Partners, LLC | 1,801 | $279.7K | 0.05% | −2,520−58.3% | Reduced |
| Pinkerton Retirement Specialists, LLC | 1,952 | $280.2K | 0.03% | +1,952 | New |
| EJMK Ventures LLC | 1,806 | $280.5K | 0.16% | −941−34.3% | Reduced |
| Options Solutions, LLC | 1,807 | $280.6K | 0.20% | 00.0% | Unchanged |
| Landmark Wealth Management, LLC | 1,809 | $280.9K | 0.08% | +1,809 | New |
| Lathrop Investment Management Corp | 1,809 | $281.0K | 0.05% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 1,812 | $281.4K | 0.12% | −143−7.3% | Reduced |
| Verum Partners LLC | 1,814 | $281.6K | 0.05% | +18+1.0% | Added |
| Crewe Advisors LLC | 1,815 | $281.9K | 0.02% | −104−5.4% | Reduced |
| Reliant Investment Partners, LLC | 1,816 | $282.0K | 0.23% | 00.0% | Unchanged |
| Manske Wealth Management | 1,816 | $282.0K | 0.08% | +407+28.9% | Added |
| McHugh Group, LLC | 1,820 | $282.6K | 0.17% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 1,826 | $283.5K | 0.07% | −24−1.3% | Reduced |
| Ariadne Wealth Management, LP | 1,826 | $283.6K | 0.13% | +20+1.1% | Added |
| Traub Capital Management LLC | 1,827 | $283.7K | 0.28% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 1,831 | $284.3K | 0.11% | +50+2.8% | Added |
| J.P. Marvel Investment Advisors, LLC | 1,832 | $284.5K | 0.04% | −55−2.9% | Reduced |
| BridgePort Financial Solutions, LLC | 1,833 | $284.6K | 0.08% | +43+2.4% | Added |
| Directional Asset Management | 1,833 | $284.7K | 0.26% | −125−6.4% | Reduced |
| Greenwood Gearhart Inc | 1,835 | $284.9K | 0.02% | +293+19.0% | Added |
| Tranquilli Financial Advisor LLC | 1,835 | $285.0K | 0.17% | +2+0.1% | Added |
| Wealth Management Associates, Inc. | 1,839 | $285.5K | 0.10% | +32+1.8% | Added |
| Horizon Kinetics Asset Management LLC | 1,840 | $285.7K | 0.00% | −200−9.8% | Reduced |
| 55 North Private Wealth, LLC | 1,840 | $285.7K | 0.07% | −409−18.2% | Reduced |
| Centerpoint Advisors, LLC | 1,843 | $286.0K | 0.09% | 00.0% | Unchanged |
| Bank of Stockton | 1,844 | $286.4K | 0.09% | −549−22.9% | Reduced |
| Cromwell Holdings LLC | 1,845 | $286.5K | 0.16% | −1,180−39.0% | Reduced |
| Piedmont Capital Management, LLC | 1,849 | $287.1K | 0.19% | +144+8.4% | Added |
| Cape Investment Advisory, Inc. | 1,850 | $287.3K | 0.10% | −147−7.4% | Reduced |
| Ironwood Financial, llc | 1,850 | $287.3K | 0.05% | +50+2.8% | Added |
| Corecam AG | 1,853 | $287.8K | 0.26% | +1,853 | New |
| Vann Equity Management LLC | 1,856 | $288.2K | 0.21% | +1,856 | New |